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Organizations
Admins And Rights

Admins, Rights and the Access Review

Decide what each admin may do, and check it every quarter.

IntermediateTreasurer

Adding admins

Super admins invite admins and other super admins from People → Invite someone, choosing the role and, for an admin, the rights offered. The person accepts the invitation like a treasurer does.

Rights

Super admins tick each admin's rights on People, or start from a preset: Group manager (groups, treasurers, reports) or Finance officer (reports, activity log, billing).

  • Manage departments
  • Manage groups
  • Manage treasurers
  • Reports (including group downloads)
  • Activity log
  • Settings
  • Billing

Every change is recorded with an optional reason in the Access history. Admins never approve contributions unless they are also a treasurer of the group. Only super admins add or remove admins and close the organization.

Super admins

A super admin can make an admin a super admin, and can step down as long as another super admin remains. The last super admin can't leave or be removed.

The quarterly access review

Every 90 days super admins are reminded to review access. On People, open Review access: it lists each admin, their rights, when they last did something in the organization and when their access was last confirmed. Change or remove what's no longer needed, then confirm. The confirmation goes into the activity log.

If every super admin has left

Send Kapuletu support a letter on the organization's letterhead, or a committee resolution, naming the new super admin. Support calls the organization's official contact, and a second staff member approves the change. Your admins are told and it is recorded in the activity log.